Anjali singh

Executes outward requests for clients against good and service payments, guiding clients with banking guidelines and purpose codes. Processes transactions accurately and efficiently, handles customer complaints, and creates reports as requested.

Managed relationship with HDFC Bank for bancassurance, educated bank staff on product knowledge, and focused on new business and client retention. Ensured compliance with legal business ethics and generated renewals from existing customers.

Explained technical financial information to applicants, reviewed credit histories, and recommended loan approvals or denials. Counseled students and parents about financial aid options and handled customer complaints.

Developed prospects for new clients by conducting 500 cold calls weekly, explained financial information, and recommended loan approvals. Created spreadsheets using Microsoft Excel for reporting.

Visited LIC branches, developed relationships with development officers, and followed up with agents and clients for lead conversion. Maintained MIS for approval and rejection reporting.

Pursued a Bachelor of Commerce degree at Model College, Dombivali, from 2013 to 2015.

Completed high school education at Model College, Dombivali, from 2010 to 2012.